See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,341 | $81,625-4.0% | $58,482+34.0% | $139,434-43.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 55.81% | 7404.20%-7348.4pp | 4239.32%-4183.5pp | 372.94%-317.1pp |
| Employer contribution / active EE | $231 | $1,398-83.5% | $1,053-78.1% | $4,751-95.1% |
| Participant deferral / active EE | $443 | $2,557-82.7% | $1,924-77.0% | $6,710-93.4% |
| Admin fee / account holder | $20,164 | $3,265+517.5% | $2,516+701.4% | $11,403+76.8% |